+325.3%
JCI vs RACE
+793.3%
-468.0%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.3% |
| 7D | +5.1% | -1.0% | +6.2% | +5.5% |
| 30D | -3.8% | -1.5% | -2.3% | -3.5% |
| 3M | +1.9% | +15.5% | -13.6% | -4.2% |
| 6M | +11.2% | +17.3% | -6.1% | +3.3% |
| YTD | +22.9% | +11.1% | +11.8% | +16.1% |
| 1Y | +37.4% | -14.3% | +51.6% | +42.5% |
| 3Y | +167.8% | +40.2% | +127.7% | +117.8% |
| 5Y | +115.0% | +92.6% | +22.5% | +49.9% |
| 10Y | +325.3% | +786.6% | -461.3% | +82.3% |
| All | +325.3% | +793.3% | -468.0% | +82.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RACE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling